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John Cardinal
2022-02-01 17:48:52 +00:00
parent a93fb2e8f9
commit 12378fbeef
3 changed files with 328 additions and 24 deletions
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docs/8.0/ayanova/docs/adm-global-settings.md
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@@ -135,7 +135,7 @@ The fields you select will be the ones **searched** when typing characters into
### Customer signature
These _optional_ settings control what text is displayed as pormpts to the Customer in the signature form of a [Work Order](svc-workorders.md)
These _optional_ settings control what text is displayed as prompts to the Customer in the signature form of a [Work Order](svc-workorders.md)
![Customer signature form](img/svc-workorder-customer-signature.png)
Any one or all of these fields can be left blank as appropriate.

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docs/8.0/ayanova/docs/img/underconstruction.svg Normal file
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docs/8.0/ayanova/docs/ops-notification-system.md
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# Notification system
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AyaNova has a built in notification system that alerts users to events of interest that occur in AyaNova.
## Types of notifications
AyaNova has a default in application "General" type notification (used for internal system alerts and direct notification messages between users) to which all users are automtically subscribed by default.
(Users can also optionally add email delivery for General notifications)
Beyond General notifications, Users can [optionally subscribe](home-notify-subscriptions.md) to dozens of other types of built in notifications for specific events such as a particular type of object being created or a Work order status changing.
## Notification delivery methods
There are two methods of delivering notifications:
- In the AyaNova application in the [Notifications](home-notifications.md) form
- Email via SMTP server which includes delivery to regular email programs as well as to devices via [SMS / MMS gateways](https://www.wikihow.com/Send-a-Text-from-Email) provided by Cellular providers.
## Email delivery configuration
The in application delivery does not require any configuration however the SMTP delivery method requires configuration of the SMTP server in the System operations Notifications settings form.
The in application delivery does not require any configuration however the SMTP delivery is required to be set up in the [Ops Notification settings](ops-notification-system.md) form.
## Authorization Roles required
This form is available to User's with the following [roles](ay-biz-admin-roles.md):
Full access
- System operations
Read only access
- Business administration
- Business administration - restricted
- System operations - restricted
## How to access notification settings
Notification settings are accessed in the following ways:
- From the `Server operations` navigation pane `Notification settings` item
## Notification settings form
#### SMTP notification active
This check box switches on or off the entire SMTP notification system at the server.
#### SMTP server address
The address of the SMTP server to be used for outgoing notification purposes. For example `mail.example.com`. AyaNova does _not_ receive email, only send it.
#### SMTP server account
This is the email account used to send notification messages. If possible we recommend a dedicated email address specifically for sending notification emails only.
Typically this is an email address, for example `noreply@example.com` but some mail servers may have alternate requirements for login credentials.
#### SMTP server password
The password the SMTP server requires to send email using the SMTP server account address. Note that this password is visible in this form to system operators and the read only roles listed above.
We recommend a dedicated email account used only for sending notifications.
#### SMTP connection security
Here is configured the type of email network transport security to be used with the SMTP server.
The choices are:
- None not recommended, not secure, messages sent in plain text could be intercepted and read
- SSL \ TLS recommended and most secure. Implicit forced security.
- StartTLS not recommended, negotiated security, may or may not be secure depending on the capabilities of the mail server.
#### SMTP server port
This is the port that must match the SMTP server's mail port. Most modern mail servers use port `587` which is the current recommended standard port for encrypted mail transmission.
#### SMTP notify from address
This is the address that will be set as the "from" address and should match the SMTP server account in order to avoid potential spam filtering.
Email address format, for example `noreply@example.com`
#### AyaNova server URL
The server URL setting is the publicly facing address to connect to the AyaNova server and can not be determined automatically by the AyaNova server.
This setting is a very important part of the notification system as it's used by AyaNova to create links sent in notification email messages to allow Users to open the originating AyaNova record or report by clicking on the link in the notification message.
This setting should be the same address used by Users to connect to AyaNova from the AyaNova web application minus any page path. For example if your AyaNova server is accessed by users at `https://ayanova.example.com/login` you would enter `https://ayanova.example.com` as the server URL here.
### Menu options
In addition to the [common form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Notifications settings form also has these options:
#### Send test message
This opens a pop up dialog where you can enter an email address to receive a test notification message. Use this during configuration to ensure the system is working correctly. If there is an error it will be displayed at the top of the form in an error alert box.
#### Notify event delivery queue
This menu option will open a form displaying a table of all SMTP notification events awaiting delivery.
AyaNova has a queue system that will periodically attempt to deliver items found in this queue.
Normally this would be empty or showing very recent items that are awaiting delivery. You can also delete an item to remove it permanently from being attempted to deliver. These are only **pending** items, delivered (or failed delivery) items are logged separately in the server [job](ops-jobs.md) log and removed from the queue automatically.
## Operations specific notification events
@@ -29,14 +103,3 @@ Operations users should subscribe to several key notifications related directly
- ServerOperationsProblem - sent whenever the server encounters any unusual condition or error that could be critical for the continuing operation of the AyaNova server
These are in addition to the normal operations methods of monitoring the health and status of the server such as [server logs](ops-log.md), [metrics](ops-metrics.md), [job queue](ops-jobs.md) etc.
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TODO: consolidate the ops notification settings page to here:
# NOTIFICATION SETTINGS
#b4beta (consolidate all notificatin ops stuff into one page, check links)
## SMTP settings
This form is used to configure SMTP mail server settings for notification purposes.
## Notify event delivery queue
From the menu you can access the Notify event delivery queue which lists all the events that are in the queue for delivery and has an option to delete delivery items if they haven't gone out yet. This is only pending items, delivered (or failed delivery) items are logged separately and removed from the queue automatically.